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Carmen Laster

@Regent Peak Wealth Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$890.533MTotal holdings180
Assets growth rate104.44%Assets growth rate (2-Q avg)52.09%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Regent Peak Wealth Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Regent Peak Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 890.533M in assets, with a quarterly growth rate of 104.44% and a 2-quarter average growth rate of 52.09%. The portfolio is managed by Carmen Laster, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CDNSCadence Design System Inc Com
Recent Activity
Increased 100.58%
0.12%
$1.04M
3,460 shares@ $300.47 avg price
SPGIS&p Global Inc Com
Recent Activity
Increased 103.54%
0.12%
$1.032M
2,072 shares@ $498.03 avg price
AMDAdvanced Micro Devices Inc Com
Recent Activity
Increased 82.09%
0.12%
$1.026M
8,498 shares@ $120.8 avg price
INFYInfosys Ltd Sponsored Adr
Recent Activity
Decreased -58.28%
0.12%
$1.024M
46,698 shares@ $21.92 avg price
NEENextera Energy Inc Com
Recent Activity
Increased 98.46%
0.12%
$1.014M
14,140 shares@ $71.7 avg price
IBMInternational Business Machs Com
Recent Activity
Increased 101.15%
0.12%
$1.001M
4,552 shares@ $219.83 avg price
XLYConsumer Discretionary Select Sector Spdr Fund
Recent Activity
Increased 100%
0.12%
$997,460
4,446 shares@ $224.35 avg price
AZOAutozone Inc Com
Recent Activity
Increased 100%
0.11%
$967,004
302 shares@ $3202.0 avg price
FIFiserv Inc Com
Recent Activity
Increased 100.09%
0.11%
$963,008
4,688 shares@ $205.42 avg price
DHRDanaher Corporation Com
Recent Activity
Increased 100.4%
0.11%
$940,236
4,096 shares@ $229.55 avg price